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you run payments as efficiently as you can you make revenues only where you add value to the merchant and if it's just a simple payment like a small merchant accepting payment using qr code then they…
our contribution margin has actually gone up during that period right so we used to be like negative 50 plus percent contribution margin two or three years ago last year we were negative eight in fy…
if there is a zero percent mdr that is because of paytm we always champion zero percent mdr because that spreads and i was quoted in the newspaper saying zero percent mdr is a force multiplier of…
Scale matters more than ever in this business. The bigger our program, the more leverage we have over our supplier. We have really been able to transfer any tariff or related risks over to our…
Why would you cut credits that are creating jobs, creating a much needed property tax base in rural America, that flow to customers that result in lower power prices that attract new investments, and…
The incentives favor Republican states and we've seen an increase in the number of Republican lawmakers that are embracing the clean energy credits within the IRA as they see the positive impact to…
Our nation must embrace an all of the above strategy to meet increasing electric demand. Renewables and storage are energy independent as they rely on American wind and sunshine. They also are…
You have a slope that's like this and it keeps going up and up and up with humans. At some point the industry believes that there will be AI scientists, that is non-human scientists, and he or she…
I am not in favor of broad tariffs. I never have been. I'm the son of an economist and a grandson of an economist, and tariffs are essentially taxes. What I am in favor of is restrictions or…
Let me make an argument that if general intelligence, that is human intelligence, is to be invented, it should be invented in the United States and under control of Americans and the American…
I was convinced from that meeting that China was two to two and a half years behind us but I was now I'm now wrong. Turns out that in the last couple of weeks China has brought out software models,…
When we started our sports betting business, we said, 'How do we be different?' And we did two things to be very different that we think can build a great relationship with a fan. One is every time…
We went back and we said, 'Hey, what is our brand purpose?' And our brand purpose is to relentlessly enhance the fan experience in everything we do. You got to ask yourself in everything you do, is…
I think the way Fanatics is growing, we have a chance to be a big company or a beloved company. Big companies suck. Beloved companies are exciting. I want to be beloved and we have to do a lot of…
Until about five years back this was perceived to be the most defensive sector. You needed a huge distribution infrastructure, 20 lakh 30 lakh outlets, need big advertising money. So we thought we…
The biggest deterrent to innovation is the fear of failure. I have seen especially management graduates they come with fancy salaries, starting salaries. But they don't want to take a risk because in…
If you want to create a new brand today you need a differentiator. Something which cuts ice with the consumer. And if you launch a me-too product the chances of success are much much lower. So I…
Preventive health care is for us going to be 30% of everything, capital allocation, everything that we do will be on preventing India because the risk of that is a 4 trillion dollar cost to the…
The demographics are so bad. And I have to say so bad because this is the call out moment. If you look at NCDs in India, India has the most propensity towards heart disease. One in five Indians will…
Nine years ago out of our total debt 80 percent was lending from Indian Banks but now exposure of Indian Banks in our total lending is reduced to only a level of 32 percent. Almost 50 percent of our…
See Prime Minister Modi and myself both are coming from state of Gujarat and that makes me the easy target of such business allegations. When I look back at my entrepreneurial journey I can divide it…
In our 75 years of Independence it took us 58 years to get to our first trillion dollars of GDP, 12 years to the next trillion and just five years for the third trillion. But now if you look at our…
Let me say categorically that NDTV will be a credible independent Global Network with a clear Lakshman Rekha between management and editorial. You can endlessly debate and interpret each and every…
I must confess that I am greatly surprised by the conversations around our debt. We are financially very strong and secure. Such noises are coming mainly from two categories. The first category is of…
Our focus is on delivering world-class automation in a platform we call the now platform and what we want to do is accelerate digital transformation and RPA is a piece of that strategy. So RPA will…
I've been in this business for 20 years. I've never seen an opportunity like this in my career and I actually think we're just getting started.
We have a very very robust pipeline substantially greater than anything we've seen before. We have all the learnings of digital customer relationship management. Our strong go to market organization…
ServiceNow is the strategic authority for digital transformation across the enterprise. We have expanded the boundaries from I.T to employee creator workflows for citizen developers. Their digital…
We started 2021 with another outstanding quarter delivering a perfect balance of growth and profitability. Our team is executing maintaining the swift pace towards our path to 10 billion in revenue…
So I think Godrej Capital we're clear we want to list within the next 5 years. So by March of 2031, we would like to list that business. Exactly when between now and then we do it is a little bit…